Home page hero banner
The Velnoskey Wealth Management Group
Awards
Our Team
With over 130 years of experience serving affluent individuals, their families, their businesses, and non-profit organizations across the United States and internationally, our team delivers a wealth and depth of knowledge affording our clients unparalleled service and vision.
... Read more.
Read less.
Douglas P. Velnoskey, CFP®
Executive Vice President / Wealth Management, Satellite Branch Manager
Bryan L. Carney, CFP®, CRPS®
Financial Advisor
Coleen Kramer Beal, AWMA®, CDFA®, CLTC®
Financial Advisor
Devin P. Velnoskey, CFP®, CEPA®
Financial Advisor
Gary Wright
Senior Registered Client Service Associate
Beth Yaeger
Private Client Associate
Patrick Gilligan
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Community Involvement
Within the communities where we live and work, the Velnoskey Wealth Management Group recognizes and values the importance of community engagement and giving back. We are grateful for the ability and opportunity to be a community partner.
Carroll County Women's Conference
The inaugural Carroll County Women's Conference raised over $20,000 for local scholarships!
Frederick Co. Girls Football
Janney and The Velnoskey Wealth Management Group are pleased to sponsor the inaugural season of the Frederick County Girls Flag Football League.
MREC Roaring 20s Garden Party
The VWM Group Wins Croquet Benefit!
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 30, 2024
The Velnoskey Wealth Management Group is pleased to announce our founder, Douglas Velnoskey, has successfully completed and passed the Certified Exit Planning Advisor curriculum and earned his CEPA®️ designation.
The CEPA®️ program is designed to educate advisors of many disciplines in the Value Acceleration Methodology™️ and its impact on business owners and their families. Devin will use his new knowledge to work more closely with our business owner clients and referrals to counsel them in strategic exit planning while connecting them to our group's large network of credentialed professionals including value growth advisors, family enterprise advisors, business valuation experts, business brokers, CPAs, corporate and estate attorneys, insurance professionals, as well as investment banking and private equity resources, who can assist business owners in value creation and growth today to prepare them for their destiny and greatness in their "third act" of life.
Please join us in congratulating Doug on this achievement!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information
Phone:
Text:
Toll-free:
Fax:
Email: